Mullooly Asset Management
Mullooly Asset Management
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40 Years later...
• 26 minEver wondered how the intricate world of financial planning truly operates? Tom shares some insight into this world, as a financial planner who's been in the trenches for four decades. In this episode, we journey through my 40-year career in financial planning. From my beginnings as a young college graduate (age 20!) through my start with EF Hutton, where I gained in-depth knowledge in investments, taxes, insurance, pensions, and more. The art of financial planning is delicate and often misunderstood. That's why Tom sheds light on the importance of tailoring a financial plan to each client's specific needs instead of opting for a one-size-fits-all approach. Tom shares why your financial plan can become fragile -- as we move further into the future. And how making projections beyond three to seven years can be counterproductive. Tom reveals how keeping expenses low and remaining focused on the big picture can yield more significant financial success. Along the way, Tom also recommends a captivating podcast, The Founders, which provides fascinating insights into the lives of business owners and entrepreneurs. Tom also shares a personal story about a Navy buddy, demonstrating the impact of disciplined saving and making small deposits over time. Tom discusses the importance of staying invested in the stock market, despite its volatile nature. And how this has paid off - for so many - over the past 40 years. An advisor's role in helping clients avoid major mistakes and stay focused on their financial goals is also emphasized. This episode is packed with financial wisdom derived from decades in the industry. We hope it can help you on your financial journey.
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